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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| John Mackay | Goldman Sachs | 11 | 9% |
| Manav Gupta | UBS | 11 | 0% |
| Jean Salisbury | Bank of America | 11 | 18% |
| Theresa Chen | Barclays | 10 | 10% |
| Mike Blum | Wells Fargo | 10 | 0% |
| Spiro Dounis | Citigroup | 9 | 0% |
| Brandon Bingham | Scotiabank | 9 | 0% |
| Keith Stanley | Wolfe Research | 9 | 0% |
| AJ O'Donnell | Tudor, Pickering, Holt | 8 | 13% |
| Jeremy Tonet | JPMorgan | 8 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Goldman Sachs | 1 | 11 | 9% |
| UBS | 1 | 11 | 0% |
| Bank of America | 1 | 11 | 18% |
| Barclays | 1 |
| 10 |
| 10% |
| Wells Fargo | 1 | 10 | 0% |
| Wolfe Research | 1 | 9 | 0% |
| Citigroup | 1 | 9 | 0% |
| JPMorgan | 2 | 9 | 0% |
Enterprise reported Q1 2026 EBITDA of $2.7B, up 10% year-over-year, with EPS of $0.68 increasing 6% as record system volumes were achieved across all segments. Middle East conflict drove increased U.S. export demand, and U.S. petrochemical margins surged on global supply disruption. Management maintained discretionary cash flow guidance of approximately $1B for 2026 while announcing two new Permian processing plant FIDs to capture continued volume growth.
Demand | Revenue Growth | Capex Investment | Margin | Competitive Dynamics | Macroeconomic | Pricing | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 4 | 2 | 6 | 3 | 1 | 4 | 2 |
| 2025Q1 | 2 | 2 | 6 | 1 | 2 | 2 | 1 | 2 |
| 2025Q2 | 4 | 2 | 3 | 4 | 3 | 1 | 3 | 3 |
| 2025Q3 | 7 | 4 | 2 | 2 | 2 | 2 | 1 | 3 |
| 2025Q4 | 3 | 7 | 4 | 5 | 3 | 1 | 5 | 2 |
| 2026Q1 | 12 | 6 | 7 | 3 | 6 | 8 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 2 | 4 | 7 | 3 | 12 |
| Revenue Growth | 4 | 2 | 2 | 4 | 7 | 6 |
| Capex Investment | 2 | 6 | 3 | 2 | 4 | 7 |
| Margin | 6 | 1 | 4 | 2 | 5 | 3 |
| Competitive Dynamics | 3 | 2 | 3 | 2 | 3 | 6 |
| Macroeconomic | 1 | 2 | 1 | 2 | 1 | 8 |
| Pricing | 4 | 1 | 3 | 1 | 5 | |
| Capital Allocation | 2 | 2 | 3 | 3 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EPD Enterprise Products Partners L.P. | 5 | -6.7% | |
| KMI Kinder Morgan | 9 | +13.5% | |
| OKE ONEOK | 9 | +19.6% | |
| TRGP Targa Resources | 5 | -15.6% | |
| WMB Williams Companies | 6 | -0.6% |